And a bit of Google
I think Apple are doing really well in the PC business, and they are doing very well in the phone business too.
Microsoft are doing ok in the PC software business, and are nowhere in the phone biz.
I think Apple can and are, out manoeuvring Microsoft on the Pc side of things. I think Microsoft’s massive install base prevents them from evolving too rapidly. Apple don’t have such legacy baggage holding them back, although the move to Intel did cause some anguish, I think they got away with it.
What I find interesting is that Apple is the Microsoft of the smart phone world, they are the incumbent. I know there is blackberry, but they are still trying to shake of their dull work only image. Apple is the target, and apple has the legacy baggage. Reports now suggest Android is over taking iPhone sales, which I think will be a tipping point. ‘There’s an app for that’ will soon make people think of Android rather than iPhone. (or maybe not now Apple have trademarked it!)
I have an android phone and frankly my Blackberry was miles better in so many ways. The point is though Android is evolving so fast, and there is a viable distribution channel to find apps that cover the os weaknesses. A key one being the worse than crap standard email (a real W-T-F! IMO). Thank goodness for K9 email.
Google seem to be doing the best by far at leveraging open source which effectively give them unlimited developer resources. They still are little more than an ad broker though, as few of their non-ad stuff has made it out of beta.
I find these cycles quite interesting, it happens with so many things where the new kid overtakes the old establishment, then x years later they are the establishment and a new kid overtakes them. Android is doing iphone, apple is doing MS on pcs, and Bing is doing Google in search (ok I made that one up, but who knows? one day someone will superseed them surely?
Do you see the same pattern?
On a separate but related incident I see Ray Ozzie is leaving MS. I’d love to know the real story behind that.